OTP Dispense Summary Report

Many Opioid Treatment Program (OTP) facilities are required to generate a daily dispensing report for compliance purposes. This report lists all doses dispensed on a given day and may include medication totals and patient signatures.

The OTP Dispensed Summary Report allows users to generate a complete daily dispensing report in Kipu directly, eliminating manual calculations, exports, and external documentation. Reports can also be electronically signed and printed for compliance and recordkeeping.

Required Permissions: Super Admin, Records Admin, and users with the Manage Medication Inventory feature can create this report.

Important: This report is designed to support daily OTP compliance workflows and mirrors the behavior of other signed MAT reports in Kipu. This report is visible only in instances with MAT enabled. 

OTP Dispense Summary Report Simulation

Creating a New Dispensed Summary Report

Follow the steps below to generate a new report.

1. Go to Inventory and select Dispensed Summary.
2. Use the available filters to refine your results:
   • Medication: Filter by MAT medication and choose one or more MAT medications. This list matches the medication options available when creating a MAT order.
   • From Date To Date: Filter results by the dispensed start date and end date. Reports include the dispensed date when created.

   • Select Search to display the reports based on your selected filters.

   • Select Clear All Filters to remove all filter selections and reset the results.

3. Next, click New Report.
4. In the New Dispensed Summary Report window, enter a date for which dispensing activity will be reported.
   
5. Then select one or more medications from the multi-select dropdown. The available medications match those configured in the instance and used when creating MAT Orders. Alternatively, click Select All to include all medications.
   
6. Click Submit.
   
7. The system generates the Dispensed Summary Report.

Dispensed Summary Report Details

The Dispensed summary report includes a report header, total activity section, and dispensed details section. 

• 

  • Location: Dispensing location name.
  • Dispensed Date: Date selected when creating the report.
  • Created At: Date and time the report was generated.
  • Refresh Data: Refresh data in real-time.
  • Edit Report: Allow you to make changes to the filters as desired.
  • Delete Report: Remove the report.
• This section summarizes total dispensing activity for the selected date.
  • Medication: Each medication selected when creating the report.
  • Total: Total amount (in mg) dispensed for each medication (calculated as the sum of all dispensed transactions for the selected date).
• This section lists all dispensed transactions by patient for the selected date.

  • Patient Name: The full name of the patient associated with the dispensed medication record.

  • MR Number: The Medical Record number assigned to the patient for identification within the system.

  • Patient ID: Patient Identification number used by MAT clinics. 

  • Phase: The patient’s current treatment phase at the time the medication was dispensed.

  • Medication: The name of the medication that was dispensed to the patient.

  • Total Doses: The total number of doses dispensed to the patient within the selected date range.

  • Total Take-Out (T/O) Doses: The total number of take-home doses dispensed to the patient within the selected date range.

  • Total Amount (mg): The cumulative amount of medication dispensed to the patient, calculated in milligrams for the selected date range.

  • Dispensed Date/Time: If multiple doses were dispensed on the same day, the first record is displayed.
  • Dispensed By: If doses were dispensed by multiple users, the first user is displayed.
  • Patient Signature: When visible, the report displays the patient’s signature collected during dispensing.
    • Important: The Patient Signature column is displayed only when Require signature for dosing is enabled under Settings > MAT. This table supports pagination to accommodate large volumes of records.

Witness and Signature

• The Witness field can be used to capture a witness signature when required. 
  
• Click Staff Signature to collect a signature from any staff member who has access to the report.
  • Sign in the box and click Submit.
    • Note: Signed reports are locked and cannot be modified or removed.

Printing and PDF Option

The Dispensed Summary Report can be exported as a PDF or printed directly and includes all data across multiple pages, along with staff and witness signatures (if applicable) and their corresponding timestamps.